Panel Editor

Panel Editor lets you display contact user-defined data for users to view and edit custom. You can add fields from User-Defined Fields (UDF) as well as existing tables already defined in Customizer.

• Name - Enter a name for the content item. This text appears during design mode (configuration).
• Title - Enter the text to display above this iPart on the rendered page. If blank, no title displays.
• Do not render in design mode - Select this option to prevent content record data from being loaded in the content editor. This improves performance during design time (configuration).
• iPart CSS class - (optional) Enter the name of a CSS class that will be applied to the iPart at runtime. Add this CSS class to an appropriate style sheet. Using such classes lets you apply special formatting to targeted iParts in a reusable way.
• Display a border around this content - (required for collapsible panels) Select this option to display a border around this iPart on the rendered page.
• Display content within a collapsible panel - Enable to allow users to minimize the panel within the page, to work with dense pages more efficiently.
• Show the content as collapsed - Enable to display the panel minimized by default. Tip: Be sure that the Title makes clear what data is hidden from view.
• Display for authorized users only - (enabled by default) Hides the iPart from public users when accessing data for another person, which prevents spoofing (changing the ID in the URL to access another's data). Disable this option if you need to make this iPart visible to public users, such as for a public profile.
• Display for authorized users only - (enabled by default) Hides the iPart from public users when accessing data for another person, which prevents spoofing (changing the ID in the URL to access another's data). Disable this option if you need to make this iPart visible to public users, such as for a public profile. Note: This iPart may behave differently if you have edited the permissions defined in your ClaimsMap.xml and ClaimTemplates.xml files. By default, only System Administrators and members of the Staff Group have the claims to access data for any user in the system.
• Panel - Select a pre-existing panel from the drop-down list, or create your own. To add a new data source, see Defining your own data with Panel Designer. An import button appears whenever there are new Customizer user-defined tables that you can import to the Panel Designer.
  Tip: You do not have to republish the iPart to see panel changes; panels are stored separately from content records.
  Panel options:
  • Panel name - Identify the panel for administrators; it does not appear on the displayed page.
  • Panel description - (optional) Explain the panel for administrators; it does not appear on the displayed page.
  • Show data sources... radio buttons - Specify whether you want to populate the panel from single-instance (simple) tables, which is the default, or a multi-instance table. If you need data from a multi-instance table, you must place it in a separate panel: a panel can only display a single multi-instance table at a time, by itself.
  • [+] [-] far right - (optional) Add/remove columns. Click the plus-sign button to the right of the layout area to add up to two more columns. If the right-most column is empty when you select OK, it is removed from the layout.
  • Layout area
    • Label: Edit the default text for each field, to make it shorter or more user-friendly. Labeling is required: If you delete the default label, the iPart uses the underlying column name
    • Read-only: Enable on those fields for which you want to prevent user updates. This option only applies if you have enabled Allow users to edit (below).
    • Hide in Summary View: Enable on non-critical fields that you want to make available only in the full pop-up view.
    • Tips:
      • Double-clicking adds a field to the first available space in your panel. Dragging a field lets you place it elsewhere in the panel.
      • Add one field by double-clicking, dragging, or clicking on the plus icon [+] to the left of each node in the hierarchy. Each node is an available table, and its fields expand below it. If you see no plus icon, all of its available fields are already added to your panel.
      • Add a whole table by dragging or double-clicking a table name; if you have already added fields from that table, the remaining fields will be added without duplication. Fields appear in the first available space in your panel, until the space is used up.
      • Add fields from different nodes to combine fields from different single-instance tables.
  • Arrange fields by dragging within the layout preview area. Leave empty cells where you want white space to appear within the panel.
  • Remove field: click the X button after its name; it returns to the hierarchical control, from which you can select it again.
  • Remove column: click the [-] button to the right of the layout area; it removes the right-most column.
• Enable scrolling for multi-instance panels - Select this checkbox to set a height and width for a multi-instance panel. If the panel exceeds the set dimensions scrolling is enabled.
  • Panel width - Enter the width in pixels.
  • Panel height - Enter the height in pixels.
• Allow users to edit - Select this checkbox to enable people to enter or change their current data; the option lets you set the size of the edit window:
  • Edit window width - Enter the default width, in pixels, of the pop-up edit window.
  • Edit window height - Enter the default height, in pixels, of the pop-up edit window.

Notes

• Refreshing other panels on the content record
  • You can connect panel-displaying iParts on the same content record so that they dynamically refresh each other after user edits.
  • To create a connection, edit the content record, select the Connect option from the panel iPart's title bar menu, create an Object Consumer connection, select a panel iPart from the Object Provider drop-list, and select Connect.
  • For details, see Connecting iParts to refresh panels .
• Adding UD table fields to an existing Panel Editor iPart
  • New fields added to User-defined tables in Customizer will not display as available fields in existing Panel Editor iParts unless you restart IIS.
  • For details, see Creating a user-defined table .
• Adding existing business objects
  • Panel Designer lets you create new data sources on the fly, but it can also display existing business objects that have a ContactKey or ID property.
  • For details, see Adding existing business objects to panels .
• Single-instance tables may have multiple entries, but they allow only one entry per instance of a parent object.